ESOP · DOL Form 5500 · 2022

Texas Research International, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
108
Participants Small participant base
59th
Percentile by assets National rank
$68,681
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Research International, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Texas Research International, Inc. · Texas · Professional & Technical Services

$7M in assets, 108 participants

Texas Research International, Inc.'s Texas Research International, Inc. Employee Stock Ownership Plan & Trust reported $7M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,257 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Texas Research International, Inc. Employee Stock Ownership Plan & Trust covers 108 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#12,257
in Professional & Technical Services (21,562 peers)
-3.9%
assets change YoY

The plan reported a net loss of $300K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Texas Research International, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Texas Research International, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,417,598 Top 41% higher than 59% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Texas Research International, Inc. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Research International, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (108 participants).

EBSA filing schedule strip

Filing strip 741818834 · Texas Research International, Inc. PY 2022 · ESOP

Texas Research International, Inc. Employee Stock Ownership Plan & Trust · $7M · 108 · 59th

  • RANK $7M
  • PHOTO 108
  • IND 59th
  • EOY ESOP
  • 5500 near First Federal Bank of Wisconsin Employee Stock Ownership Plan
  • ASSETS ind #12257

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Texas →

Texas Research International, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Texas Research International, Inc. Employee Stock Ownership Plan & TrustTexas Research International…$7MFirst Federal Bank of Wisconsin Employee Stock Ownership PlanFirst Federal Bank of Wiscon…$7MCascade Energy, Inc. Employee Stock Ownership PlanCascade Energy, Inc. Employe…$7MPls Employee Stock Ownership PlanPls Employee Stock Ownership…$7MHometown Bancorp of Alabama, Inc. Employee Stock Ownership PlanHometown Bancorp of Alabama,…$7M
End-of-year total assets ($M) among Texas Research International, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$300K
Employer EIN741818834
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Research International, Inc.)

Sponsor-wide plan assets over time

All Texas Research International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 24.11308359904785% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.8M $29.6M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 232 $24M
2023 2 244 $27M
2024 2 243 $30M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Texas Research International, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Texas Research International, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.007417598 · Participants: 108Texas Research International, Inc. Employee Stock Ownership Plan & TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Texas Research International, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Texas Research International, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Texas Research International, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is First Federal Bank of Wisconsin Employee Stock Ownership Plan in WI ($7M); by covered participants it is Reese Central Wholesale, Inc Employee Stock Ownership Plan in IN (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Texas Research International, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Texas Research International, Inc. Employee Stock Ownership Plan & Trust edged down modestly - down 3.9% during 2022, from $8M to $7M. Reported net income was -$300K.
How have Texas Research International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Research International, Inc.'s sponsor-wide assets grew 24.1%, from $24M to $30M.
Which ESOP plans are similar in size to Texas Research International, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is First Federal Bank of Wisconsin Employee Stock Ownership Plan in WI ($7M, 44 participants).
Which ESOP plans cover a similar participant headcount to Texas Research International, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Reese Central Wholesale, Inc Employee Stock Ownership Plan in IN (108 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741818834.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.